james awad joins us now. he's investment strategist at zephyr management. >> so, jim, what do you think investors need to hear from the president that they feel confident about investing in the markets? >> right now, there is nothing he is willing to do that would make investors comfortable. you'll notice today that the market sold off during and after his press conference because he was very aggressive in his position. and whether that's a negotiating point or not, i think what the markets fear is that we could either accidentally go over the cliff, or that all this hard posturing will set in stage a series of contractionery economic activities on the parts of businesses, in terms of not hiring, and maybe firing, and businesses shrinking rather than expanding, which will eventually find its way into consumer attitudes. so i think the market is afraid that this gun battle, or dual or chess game will lead to an accidental recession. >> susie: all right. let me follow up on that. a lot of the traders i've been